Janus Henderson Investors, a leading global active asset manager, has partnered with Orion Portfolio Solutions to bring new solutions to the platform to help clients achieve their long-term financial goals by offering actively managed strategies designed to outperform passive portfolios over the course of market cycles.
Adaptive Multi-Asset Solutions with Broad Global Diversification
Janus Henderson’s Global Allocation Models offer broad global diversification for investors through a strategic allocation across equities and fixed income, with the goal of providing the opportunity for higher returns and lower volatility.
Within these model portfolios, active management is applied through the top-down asset allocation decisions and through bottom-up, actively managed funds. These underlying funds utilize in-depth, fundamental research to construct a portfolio based on each fund’s unique objective, and they are combined to provide diversification across investment styles, geographies and asset classes.
The Four Pillars of a Sustainability Investment Strategy
The Global Sustainable Equity Managed Account Strategy seeks to invest in companies that positively impact the environment and society while helping investors stay on the right side of disruption. The team believes there is a strong link between sustainable development, innovation and long-term compounding growth.
Janus Henderson’s four pillars for sustainable investing incorporate both positive and negative selection criteria and includes product and operational impact analysis. It is through this rigorous stock selection process that the investment managers add value for your clients.
Ten sustainable development themes guide idea generation and identify long-term investment opportunities.
Do no harm:
Strict avoidance criteria are adopted. The team will not invest in activities that contribute to environmental and social harm. This also helps them to avoid investing in industries most likely to be disrupted.
Triple bottom-line framework:
Fundamental research evaluates how companies focus on profits, people and the planet in equal measure.
Active management and engagement:
Collaborative, collective, and continuous engagement are key aspects of constructing a differentiated portfolio with a typically high active share >90%.
A Moderate Approach to Mid-Cap Growth
Janus Henderson’s Mid Cap Growth Managed Account Strategy has demonstrated lower volatility than the index by taking a moderate approach to mid-cap growth investing.
The stock selection process places emphasis on Smart Growth® companies exhibiting sustainable growth and high return on invested capital potential versus fast-growing, momentum companies with less-visible long-term drivers.
Additional key distinctions include expertise in mid-cap investing specializing in growth potential with tempered volatility by identifying medium-size companies with resilient business models.
Mid Cap Growth Managed Account
Learn more about Janus Henderson’s model lineup available on Orion Portfolio Solutions.
Access model fact sheets and more in the Marketing Material section of your Advisor Portal.
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